ESOP · DOL Form 5500 · 2023
Morley Builders, Inc. ESOP
Data updated 2026-08-11
- $72M
- Total assets
- 120
- Participants
- 89th
- Percentile by assets
- $596,408
- Avg per participant
Official DOL plan name: Morley Builders, Inc. Employee Stock Ownership Plan · Sponsored by Morley Builders, Inc. · California · Construction
$72M in assets, 120 participants
Morley Builders, Inc.'s Morley Builders, Inc. Employee Stock Ownership Plan reported $72M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 89th percentile by assets (of 127,072 plans)
- #7,836 in Construction (9,030 peers)
Coverage in California
Morley Builders, Inc. Employee Stock Ownership Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $72M.
- $72M
- total plan assets (2023 EOY)
- 120
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $596,408
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morley Builders, Inc. Employee Stock Ownership Plan reported net income rose from -$13M in the plan year 2022 filing to $623K in the plan year 2023 filing.
- Morley Builders, Inc. Employee Stock Ownership Plan reported participants fell from 136 in the plan year 2022 filing to 120 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Morley Builders, Inc. Employee Stock Ownership Plan reports 120 participants - about 19% of that state average ($72M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $623K |
| Employer EIN | 953920697 |
| Plan Effective Date | 1983-02-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morley Builders, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 278 | $100M |
| 2023 | 2 | 264 | $104M |
| 2024 | 2 | 288 | $106M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Morley Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Morley Builders, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Morley Builders, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Morley Builders, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Morley Builders, Inc.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Construction plans